How to Track and Manage Forms

The Forms feature is a great tool to use to create original documents such as liability waivers, consent forms, customer surveys, as well as intake and registration forms.

You can also easily track and manage all the documents you've created or saved to your drafts.

To learn more about managing forms, follow the steps below.

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Click Forms to go to the Forms Management screen.
From here, you'll be able to see all the forms you've published or saved as drafts.
- The date a form was published or created
- The title
- The status or the number of customers who responded
- The employee who created the document
To edit or manage a form, click the Action menu (3 vertical dota) for the document. You can do the following:
- Edit it (Edit)
- Remove it (Delete)
- Create a duplicate copy (Duplicate)
- View responses from clients (View Responses)
- Copy the URL link so that you can share it with customers (Copy Link)
- Copy the embedded code so that you can add it to your website (Embed in Website)
Use the filter and Search to search for a specific document.

Select Drafts to see all the forms you've saved but haven't published. Select Published to view forms that are publicly available to your clients.
To search for a form by keyword, enter the value in Search. Then press Enter on your keyboard.

For example, enter Liability Waiver to narrow the list to forms with those words in the title.

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